Filed February 10, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $368,949 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $141,214 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,569 | $99,062+1.5% | $136,007-26.1% | $99,062+1.5% |
| Participation rate | 80.8% | 71.6%+9.2pp | 76.5%+4.4pp | 71.6%+9.2pp |
| Annual return | 13.91% | 17.66%-3.7pp | 579.32%-565.4pp | 17.66%-3.7pp |
| Employer contribution / active EE | $3,662 | $3,262+12.3% | $4,217-13.2% | $3,262+12.3% |
| Participant deferral / active EE | $6,140 | $5,331+15.2% | $7,025-12.6% | $5,331+15.2% |
| Admin fee / account holder | $77 | $109-29.8% | $6,858-98.9% | $109-29.8% |